YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$540K
3
+$262K
4
AMZN icon
Amazon
AMZN
+$249K
5
ECOL
US Ecology, Inc.
ECOL
+$215K

Top Sells

1
+$958K
2
+$779K
3
+$467K
4
V icon
Visa
V
+$365K
5
HD icon
Home Depot
HD
+$252K

Sector Composition

1 Financials 17.57%
2 Technology 15.37%
3 Healthcare 13.09%
4 Consumer Discretionary 10.21%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$163K 0.08%
2,765
-290
202
$162K 0.08%
858
-90
203
$161K 0.08%
3,489
204
$159K 0.08%
4,532
+596
205
$158K 0.08%
2,128
-70
206
$156K 0.08%
4,805
207
$153K 0.08%
2,737
-200
208
$153K 0.08%
3,076
209
$150K 0.08%
1,338
-120
210
$146K 0.08%
3,165
+2,243
211
$143K 0.07%
4,135
-71
212
$142K 0.07%
2,921
+62
213
$142K 0.07%
2,433
+500
214
$141K 0.07%
1,000
215
$140K 0.07%
1,724
+590
216
$139K 0.07%
910
+205
217
$138K 0.07%
2,504
-276
218
$138K 0.07%
6,931
+474
219
$138K 0.07%
3,165
+48
220
$136K 0.07%
3,280
+3,193
221
$135K 0.07%
6,400
222
$134K 0.07%
2,214
223
$133K 0.07%
719
-95
224
$132K 0.07%
2,327
225
$130K 0.07%
986
7 8
9
10 11